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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
926
Lake Street Private Wealth
Illinois
$699K -$83.5K -657 -11%
LCGC
927
Legacy Capital Group California
California
$698K -$16.8K -132 -2%
CCA
928
Checchi Capital Advisers
California
$697K -$7.62K -60 -1%
TBNY
929
Trustco Bank (New York)
New York
$692K – – –
EP
930
Edgestream Partners
New Jersey
$692K +$197K +1,547 +41%
OIAM
931
OFI Invest Asset Management
France
$692K -$41K -323 -5%
VCM
932
Virtue Capital Management
Tennessee
$683K +$7.24K +57 +1%
PPWP
933
Premier Path Wealth Partners
New Jersey
$679K +$50.4K +397 +8%
TCWA
934
Turtle Creek Wealth Advisors
Texas
$679K +$194K +1,529 +42%
WA
935
Waddell & Associates
Tennessee
$677K +$212K +1,672 +48%
TAM
936
Tocqueville Asset Management
New York
$673K +$127 +1 +0%
BSB
937
Bangor Savings Bank
Maine
$670K -$45.5K -358 -7%
KA
938
KLCM Advisors
Wisconsin
$670K -$11.2M -87,926 -94%
I2I
939
Insight 2811 Inc
Illinois
$667K +$20.8K +164 +3%
BCM
940
Brookstone Capital Management
Illinois
$665K +$181K +1,422 +39%
EFS
941
Essex Financial Services
Connecticut
$664K +$127 +1 +0%
PA
942
PSI Advisors
Florida
$662K -$32K -252 -5%
WCM
943
Winebrenner Capital Management
Kentucky
$662K -$1.27K -10 -0.2%
FNBOH
944
First National Bank of Hutchinson
Kansas
$661K +$41.5K +327 +7%
NFA
945
Northern Financial Advisors
Michigan
$658K +$53.1K +418 +9%
BFG
946
Berger Financial Group
Minnesota
$658K -$63K -496 -9%
AIM
947
Acropolis Investment Management
Missouri
$655K -$18.4K -145 -3%
MFIM
948
Mesirow Financial Investment Management
Illinois
$655K +$52.7K +415 +9%
CCM
949
Compass Capital Management
Minnesota
$654K -$26.7K -210 -4%
GIA
950
Gladstone Institutional Advisory
Florida
$651K +$146K +1,146 +30%